SummitTX Capital’s Blackstone BX Stock Holding History

SummitTX Capital’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-31,325	Closed	-$4.83M	–	784
2025 Q4	$4.83M	Buy	+31,325	New	+$4.76M	0.15%	162
2025 Q3	–	Sell	-28,440	Closed	-$4.25M	–	774
2025 Q2	$4.25M	Buy	+28,440	New	+$3.91M	0.18%	139

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SummitTX Capital's BX Position: Q1 2026 in Review

SummitTX Capital sold out of Blackstone (BX) in Q1 2026, closing a stake of 31,325 shares — an estimated $4.83M sold.

SummitTX Capital first reported a position in BX in Q2 2025 and held it in 2 quarters. The position peaked at $4.83M in Q4 2025. 2,137 funds tracked by Wall St. Rank hold BX as of Q1 2026.

SummitTX Capital reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
SummitTX Capital sold 31,325 Blackstone shares in Q1 2026, an estimated $4.83M.
SummitTX Capital first reported a position in Blackstone in Q2 2025 and held it in 2 quarters.
SummitTX Capital's Blackstone position peaked at $4.83M in Q4 2025.
2,137 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.